Say goodbye to unnecessary apps! π In this tutorial, Iβll show you how to create bulk properties in HubSpot using Workflow Custom Code Actionsβno external tools required!
π οΈ Learn how to:
β Run serverless functions directly in HubSpot.
β Automate batch property creation with ease.
β Use standalone workflows for seamless execution. Perfect for streamlining your CRM processes!
π»β¨ β° Timestamps:
00:00 – Intro & Use Case: Creating Batch Properties 00:12 – Step 1: Create a Custom Object (run_serverless)
00:57 – Step 2: Build a Workflow Based on the Custom Object
02:04 – Step 3: Add Script to Create Batch Properties
04:04 – Step 4: Define Parameters (e.g., Student Age, Passport Number)
09:52 – Step 5: Set Up API Endpoint & Object Type (Contact)
12:37 – Step 6: Test the Workflow & Validate Results 16:19 – Step 7: Check Created Properties in CRM
π Key Steps:
1οΈβ£ Create a Custom Object: Name it run_serverless and add a single property.
2οΈβ£ Build a Workflow: Base it on the run_serverless object and add a custom code action.
3οΈβ£ Write the Script: Use the provided template to create batch properties (e.g., Student Age, Passport Number).
4οΈβ£ Test & Validate: Run the workflow and check the CRM to ensure properties are created successfully.
π‘ Pro Tips: Use the API key with the correct scope (e.g., Contact object). Keep your script clean and reusable for future workflows. Test thoroughly to avoid errors in property creation.
π Resources: https://developers.hubspot.com/docs/r…
π Like, Share, and Subscribe! If you found this tutorial helpful, donβt forget to:
β Like the video β Subscribe for more AppSource hacks and tutorials β Share with your team or friends Letβs make serverless functions work for you! π Happy coding! π»β¨ SUBSCRIBE for more insights: Β Β Β /Β @bachotmpungabashalaΒ Β Need help? Ping me on LinkedIn Β Β /Β bachot-mpunga-bashala-b834191bΒ Β
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